Rootworks easily and safely connects to yours and your customers’ QuickBooks Online accounts.
No data scientist or configuration required. Our smart software crunches the numbers and delivers automated insights into the businesses and clients for you.
Results are auto-sent by email, synced to Google Sheets, and archived for you.
Use our lists to manage your clients better and price your advisory services for the value driven by the results we calculate.
Selected by the AICPA and CPA.com as a solution that brings technology and value to an evolving accounting profession. We provide partners with the resources you need to deliver more decision support and value to your firm and your SMB clients. Instantly and simply.
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Rootworks members can now use an early access version of Insights, which delivers customer segmentation and pricing data as well as reports for your firm and clients. Connection to QuickBooks Online is required for firms and/or clients.